#150 - "Hot topics" edition...Andy and Brian Tegtmeyer talk about retiring in a down market, concerns about Social Security, making estimated tax payments and MORE!

Retirement Planning Education, with Andy Panko

Andy Panko

Annuities, Taxes, Ira, Retirement Planning, Social Security, Roth Ira, 401k, Pension, Investing, Financial Planning, Roth Conversion, Tax Planning, Education

2.4 • 671 Ratings

🗓️ 8 May 2025

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Andy and Brian Tegtmeyer share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Should someone delay their planned retirement if the markets are bad ( 6:50 )Should someone cancel or delay taking a big trip in retirement if the markets are bad ( 13:48 )Should someone start Social Security earlier than they were otherwise planning to since there appears to be increased uncertainty about the future strength of th...

Transcript

Click on a timestamp to play from that location

0:00.0	It's time for another Hot Topics episode where this week I'm joined by my friend Brian Tettmeyer from truly prosper financial planning.
0:06.3	He and I talk about a few hot topics on the minds of people in or near retirement in this, the 150th episode of the Retirement Planning Education Podcast.
0:17.7	Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs,
0:23.7	employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies,
0:29.5	annuities, estate planning, and much more. And now here's your host, Andy Panko.
0:35.0	Good day, mates. Today is another Hot Topics episode I'm joined by my friend Brian Tettmeyer from
0:39.3	truly prosper financial planning.
0:41.1	And he and I talk about, looks like, eight different things or questions or comments,
0:45.5	concerns on the minds of a lot of people in or near retirement.
0:48.9	These are things we've either heard from our own clients or in the Facebook group
0:52.7	or just otherwise think they are timely relevant
0:55.0	things that you all listening may be interested in hearing our thoughts on, where he and I go back
0:59.0	and forth and kind of each address our views on these. Sometimes our views a lot. Sometimes they
1:03.9	don't as you'll hear. Before I get into it, though, I wanted to let you know that at my age,
1:08.5	I'm good at multitasking. I can listen, ignore, and forget all at
1:12.2	once. Where's the gaff? Man, yanked me off this stage. And my big goofy smile moment of the week is we
1:19.1	recently took a family trip to Boston to look at some colleges for my older daughter. And one of the
1:24.8	things we did there was a touristy duck boat tour where they got these kind of open window buses that look like ducks that are actually boats.
1:32.5	They drive around the city, show you touristy things, and they go into the Charles River.
1:36.5	Yeah, I think it's the Charles River.
1:38.8	It was just, you know, amphibious sort of thing.
1:41.8	The car drives in the water, tools around the river comes back out.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Andy Panko, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Andy Panko and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.